SAP ABAP IMG Activity SIMG_CFMENUORKAOITA (Define Investment Profile)
Hierarchy
☛ SAP_FIN (Software Component) SAP_FIN
   ⤷ IM-FA-IE (Application Component) Investment Orders
     ⤷ AIMC (Package) Customizing capital investment management
IMG Activity
ID SIMG_CFMENUORKAOITA Define Investment Profile  
Transaction Code S_ALR_87004962   IMG Activity: SIMG_CFMENUORKAOITA 
Created on 19981222    
Customizing Attributes SIMG_CFMENUORKAOITA   Define Investment Profiles 
Customizing Activity SIMG_CFMENUORKAOITA   Define Investment Profiles 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name SIMG_CFMENUORKAOITA    

In this step, you define investment profiles. The investment profile controls the following activities (among others) when you create a capital investment measure:

  • creation of an asset under construction belonging to the capital investment measure
  • creation of the master data for the depreciation simulation/forecast

You assign an investment profile to a capital investment measure by means of the profile data in the order or WBS element.

Standard settings

SAP supplies investment profile 000001 as an example.

Requirements

You must have created asset classes for capital investment measures.

SAP supplies asset class 4001 for capital investment measures.

Activities

  1. Define investment profiles according to your requirements. In particular, make the following specifications:
    • Set the indicator for the parallel management of an asset under construction.
      • If you do not set the indicator, it is not possible to have parallel management of the investment measure in Asset Accounting. However, it is still possible to enter depreciation simulation data in the measure and include it in the depreciation forecast in Asset Accounting.
    • Stipulate the asset class which is to be used when the asset under construction is created.
    • Determine the asset class which is to be used when the depreciation simulation data is created.
  2. You might want to manage more than one asset under construction per investment measure. In that case, you have to set the indicator "AuC per origin assignment." The system then creates a separate asset under construction per origin assignment in the origin structure that is being used. It settles the assets under construction to the cost elements in the origin assignment.
  3. Specify whether the investment measures that use this investment profile should be managed in summary form or line item form. In this context, "summary" means that you can only enter blanket distribution rules, which apply to all debits posted to the measure or to certain cost elements (using an origin structure).

    In comparison to line item settlement, summary settlement offers better performance. However, when you use summary settlement, the system cannot display the orgins of the line items from the completed assets back to the debits originally posted on the investment measure.

  4. Assign your investment profiles to the WBS elements in question.
    • Projects
      • Enter a default value for the investment profile in the project profile of the work breakdown structure or the standard work breakdown structure.
    • Orders
      • Enter a default value for the investment profile in the control data of the model order. Then enter the model order in the order type.
      In the case of maintenance or service orders, assign the investment profile to an order type directly.
  5. Stipulate the form in which the apportionment rules are to be entered for the depreciation simulation (apportionment by percentage, amount, equivalence number, and so on)
  6. Use the "Reconcile with actual settlements" indicator to control the screen setup for the depreciation simulation in orders/projects, thereby also stipulating whether actual settlements already made should be displayed.

Further notes

For more information, see the SAP Library under Investment Management -> Measures (Orders/Projects) -> Features of Investment Measures .

Business Attributes
ASAP Roadmap ID 204   Establish Functions and Processes 
Mandatory / Optional 1   Mandatory activity 
Critical / Non-Critical 2   Non-critical 
Country-Dependency A   Valid for all countries 
Assigned Application Components
Documentation Object Class Documentation Object Name Current line number Application Component Application Component Name
SIMG SIMG_CFMENUORKAOITA 0 HLA0009454 Investment Orders 
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
V_TAPRF V - View OITA 01 Define Investment Profile 
V_T003O_I1 V - View SM30 0000000000 Assign Investment Profile to Model Order 
History
Last changed by/on SAP  19990420 
SAP Release Created in